BOLDIN ADVISORS

Overview

Boldin Advisors is an independent registered investment adviser organized as a limited liability company that serves individual and family clients across multiple states. The firm is SEC-registered (2025) and describes its primary advisory activity as financial planning services rather than a broad custodial or institutional wealth-management platform. Ownership is listed as a mix of a domestic entity and an individual, and the adviser operates across state lines rather than as a single-state practice. Fee arrangements are non-asset-based: Boldin Advisors charges hourly and fixed fees rather than percentage-of-assets billing. The firm is not identified as an active ESG investor, does not present itself as a capital allocator or pension consultant, and is not related to another adviser. Its classification is Independent RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices